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3rd Aug 2022 14:30China+, Daily Monitor

Supply chains are recovering, with delivery times and shipping costs improving in East Asia.

Lower raw material costs are reducing cost-push  inflation, and should feed through to output prices.

The main supply-side risks now are political, as China retaliates for Speaker Pelosi’s Taiwanese trip.

August china chinese goods construction easing europe export orders exports factories growth inflation inventories japan July machinery manufacturing manufacturing pmi March orders pmi pmis production supply supply chain taiwan tariffs trade u.s. yen

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Keywords for: 4 Aug 2022 China+ Monitor

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